INTL BUSINESS MACHINES CORP · CUSIP 459200101 · CIK 1142062
As of 2026-06-30, VAN DEN BERG MANAGEMENT I, INC reported 39.72K IBM (shares), valued at $11.17M, or 2.36% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 7.53%; reported value increased 24.75%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.36% | 39,723 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.05% | 36,942 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.50% | 36,875 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.62% | 37,101 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.41% | 40,646 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 3.23% | 42,374 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.71% | 42,791 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.74% | 42,810 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.26% | 44,057 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.42% | 43,247 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.31% | 42,525 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.31% | 42,525 | $6.96M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.42% | 43,247 | $8.26M | Shares increased 1.70%; reported value increased 18.74%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.26% | 44,057 | $7.62M | Shares increased 1.87%; reported value decreased 7.73%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.74% | 42,810 | $9.46M | Shares decreased 2.83%; reported value increased 24.21%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.71% | 42,791 | $9.41M | Shares decreased 0.04%; reported value decreased 0.61%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.23% | 42,374 | $10.54M | Shares decreased 0.97%; reported value increased 12.01%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.41% | 40,646 | $11.98M | Shares decreased 4.08%; reported value increased 13.72%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.62% | 37,101 | $10.47M | Shares decreased 8.72%; reported value decreased 12.63%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.50% | 36,875 | $10.92M | Shares decreased 0.61%; reported value increased 4.34%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.05% | 36,942 | $8.95M | Shares increased 0.18%; reported value decreased 18.02%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.36% | 39,723 | $11.17M | Shares increased 7.53%; reported value increased 24.75%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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